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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $319,515 | $275,752+15.9% | $256,809+24.4% | $198,609+60.9% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 3.89% | 34.81%-30.9pp | 32.73%-28.8pp | 202.70%-198.8pp |
| Employer contribution / active EE | $55,000 | $7,721+612.4% | $7,263+657.3% | $5,055+987.9% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,533,090 | $25,716+5861.7% | $25,146+5996.7% | $19,030+7956.1% |